Tax Law
Maximizing Year-End Charitable Giving and Gifting Strategies
As the year closes, a few deliberate moves before December 31 can deliver a powerful double benefit: current-year income-tax savings and longer-term estate planning advantages. With limits resetting on January 1, this is the moment to finalize transfers, confirm paperwork, and document your gifts. A well-designed combination of family gifts and charitable contributions can lower taxable income, reduce future estate exposure, and support people and causes you value. 1) Use the 2025 Annual Gift…
November 12, 2025